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Tax Preparation Pilot

Integration of Tax Preparation Into Pediatric Clinics: A Pilot Study

Status
Completed
Phases
NA
Study type
Interventional
Source
ClinicalTrials.gov
Registry ID
NCT04135469
Enrollment
69
Registered
2019-10-22
Start date
2019-11-13
Completion date
2020-09-04
Last updated
2020-10-05

For informational purposes only — not medical advice. Sourced from public registries and may not reflect the latest updates. Terms

Conditions

Financial Stress, Maternal Distress

Keywords

Tax preparation service, Tax filing, Earned Income Tax Credit (EITC), Child tax credit

Brief summary

The goal of this study to understand what percentage of families in the pediatric clinic at Boston Medical Center (BMC) currently file taxes and use free tax preparation and would accept and use referral to a free tax preparation service. The investigators specifically want to understand which of two methods of connecting to free tax preparation (referral versus navigated connection) is more effective. Also studied will be the feasibility of using surveys on financial wellness and other health indicators to track participants' health. These pilot findings will be used to design a larger study that aims to assess whether integrating free tax preparation services into a pediatric clinic can increase tax filing rates and, as a result, the amount of money families receive in tax refunds. Additionally, the investigators hope to understand whether receiving this service impacts parental stress as well as how parents and babies are using the healthcare system.

Interventions

OTHERReferral for tax preparation services

Printed materials will be provided with contact information for tax preparation services at BMC and other sites in the city.

OTHERNavigator assisted tax preparation services at BMC

A study navigator will assist the participant in accessing the BMC located tax preparation services.

Sponsors

Boston University
CollaboratorOTHER
Boston Medical Center
Lead SponsorOTHER

Study design

Allocation
RANDOMIZED
Intervention model
PARALLEL
Primary purpose
HEALTH_SERVICES_RESEARCH
Masking
NONE

Eligibility

Sex/Gender
ALL
Age
0 Years to 5 Years
Healthy volunteers
Yes

Inclusion criteria

* Guardian of a child 0-5 years * English, Spanish, or Haitian-Creole -speaking * Child is a Boston Medical Center pediatric primary care patient

Exclusion criteria

* Guardian not present at time of clinic visit * Have no taxable income for the calendar year * Not using BMC for pediatric primary care * Have already filed their taxes for 2020

Design outcomes

Primary

MeasureTime frameDescription
Financial well being12 monthsThe consumer financial protection bureau (cfpb) financial -well-being questionnaire will be used to assess financial stability. It has 5 items with scores from from 0 to 4 where 4 is the response associated with the best financial well being. Total scores can range from 0 to 16. They are interpreted with a table stratifying the participants age as 19-61 and 62+ and higher scores are more favorable.
Tax refund12 monthsA copy of the IRS tax return form will be reviewed to extract the total tax refund amount
Tax credits12 monthsA copy of the IRS tax return form will be reviewed to extract the Earned Income Tax Credit and Child Tax Credit amounts

Secondary

MeasureTime frameDescription
Maternal healthcare utilization12 monthsThe electronic medical record for the mother/guardian will be reviewed and the total number and types of health care utilized (eg outpatient visits and hospitalizations) will be abstracted.
Maternal mental health12 monthsThe Beck depression inventory is a 21 item instrument with options of responses from 0 to 3. Total scores can range from 0 to 63 and are interpreted with this rubric: 1-10, these ups and downs are considered normal; 11-16, mild mood disturbance; 17-20, borderline clinical depression; 21-30, moderate depression; 31-40, severe depression; over 40, extreme depression
Child healthcare utilization12 monthsThe electronic medical record for the child will be reviewed and the total number and types of health care utilized (eg outpatient visits and hospitalizations) will be abstracted.
Maternal well being12 monthsThe Flourishing Scale is a 12-item summary measure of well being. Each of the items is self-rated on a a scale of 0 to 10 where 10 is the best possible response related to well being. Total scores can range from 0 to 120. HIgher scores are associated with higher levels of well being.
Parenting skills12 monthsThe 'Me as a Parent' questionnaire will be used to assess parenting skills. It is a 16 item scale where a parent is asked to rate how strongly they agree or disagree with the statements. Responses range from 1 to 5 with 1- strongly disagree and 5= strongly agree. Total scores range from 16 to 80 and higher scores are associated with stronger parenting skills.

Countries

United States

Outcome results

None listed

Source: ClinicalTrials.gov · Data processed: Feb 4, 2026